Managing your wealth is a team effort. You are the CEO of your wealth management team. It is the responsibility of each member of the team to produce results. To learn more about how successful wealth management teams are built, contact us.


Our Private Wealth Management methodology takes a holistic approach to managing your wealth; it encompasses You, Your Family, Your Business, Your Assets and Your Estate.

Most people build wealth until they are in their 50s, at that point they start to think about preserving their wealth and passing it to their next generation. 

Whether you are most comfortable making investments in intangibles like securities or tangibles like real estate and fine art, we will develop and execute a wealth plan designed specifically for You, Your Family and Your Business.

California TRUST CO.

 Earning Your Trust Every day sm